The Big Picture app makes it brilliantly easy to visualize risk. Build the retirement portfolio of your choice, back-test it over hundreds of investment periods, and impress clients with personalized perspectives on questions like, "Based on history, how much can I safely spend, and at what confidence level?"Learn more
The Big Picture offers a sweeping view of market history. With the app in hand you'll be better equipped to engage clients, set expectations, and increase product awareness. In turn, you'll see greater success in attracting and retaining assets.Learn more
"Besides illustrating very quickly the effect of assumption changes on withdrawal rates, it’s a lot of fun to use. I wish I’d had access to it in the early 1990’s, when I began my research on the so-called ‘4% rule.’"
William P. BengenFinancial Advisor
"I can picture a time when most financial planners routinely use the Big Picture App to explore portfolio choices with their clients."
Bob VeresFinancial Advisor
"There is a lot to like about this app."
Joel BruckensteinFintech expert